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Team Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Team Financial Group’s Portfolio WTMF Stock Details WTMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,078
Closed -$162K – 260
2026
Q1 		$162K Hold
4,078
– – 0.07% 58
2025
Q4 		$155K Buy
4,078
+300
+8% +$11.5K 0.07% 55
2025
Q3 		$143K Buy
3,778
+316
+9% +$11.5K 0.07% 57
2025
Q2 		$122K Buy
+3,462
New +$119K 0.06% 56
2024
Q1 		– Sell
-6,412
Closed -$225K – 216
2023
Q4 		$225K Sell
6,412
-2,882
-31% -$99.7K 0.16% 29
2023
Q3 		$327K Buy
+9,294
New +$326K 0.27% 22

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Team Financial Group's WTMF Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026, closing a stake of 4,078 shares — an estimated $162K sold.

Team Financial Group first reported a position in WTMF in Q3 2023 and held it in 6 quarters. The position peaked at $327K in Q3 2023. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Team Financial Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 4,078 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $162K.
  • Team Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's WisdomTree Managed Futures Strategy Fund position peaked at $327K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.